Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lifeworks Advisors, LLC (CIK 1882132) reported $779.4M across 295 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPDW ($53.1M, 6.82%), GOVT ($26.1M, 3.35%), LQD ($20.4M, 2.61%), IAU ($18.4M, 2.36%), BNDX ($17.8M, 2.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPDW | SPDR INDEX SHS FDS | $53.1M | 6.82% | 1.2M | Added |
| 2 | GOVT | ISHARES TR | $26.1M | 3.35% | 1.1M | Added |
| 3 | LQD | ISHARES TR | $20.4M | 2.61% | 186,982 | Added |
| 4 | IAU | ISHARES GOLD TR | $18.4M | 2.36% | 208,507 | Trimmed |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | $17.8M | 2.28% | 370,227 | Added |
| 6 | MBB | ISHARES TR | $17.7M | 2.27% | 186,396 | Trimmed |
| 7 | VTIP | VANGUARD MALVERN FDS | $15.4M | 1.98% | 308,937 | Trimmed |
| 8 | GLD | SPDR GOLD TR | $14.1M | 1.81% | 32,836 | Added |
| 9 | FTEC | FIDELITY COVINGTON TRUST | $11.8M | 1.52% | 56,848 | Added |
| 10 | DELL | DELL TECHNOLOGIES INC | $11.0M | 1.41% | 66,915 | Added |
| 11 | GSG | ISHARES S&P GSCI COMMODITY- | $10.9M | 1.40% | 337,979 | New |
| 12 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $10.9M | 1.39% | 27,737 | Trimmed |
| 13 | GILD | GILEAD SCIENCES INC | $10.3M | 1.33% | 74,262 | Added |
| 14 | FIDU | FIDELITY COVINGTON TRUST | $9.7M | 1.25% | 112,300 | Added |
| 15 | AAPL | APPLE INC | $9.3M | 1.19% | 36,643 | Added |
| 16 | MO | ALTRIA GROUP INC | $9.1M | 1.17% | 137,796 | Trimmed |
| 17 | JNJ | JOHNSON & JOHNSON | $9.0M | 1.16% | 36,895 | Added |
| 18 | MSFT | MICROSOFT CORP | $8.8M | 1.12% | 23,663 | Added |
| 19 | ABBV | ABBVIE INC | $8.6M | 1.11% | 39,697 | Added |
| 20 | JBL | JABIL INC | $8.6M | 1.10% | 32,396 | Trimmed |
| 21 | MRK | MERCK & CO INC | $8.1M | 1.04% | 67,492 | Trimmed |
| 22 | PCAR | PACCAR INC | $8.0M | 1.03% | 69,282 | Trimmed |
| 23 | SO | SOUTHERN CO | $7.9M | 1.02% | 82,319 | Added |
| 24 | GLW | CORNING INC | $7.9M | 1.02% | 58,398 | Trimmed |
| 25 | IBIT | ISHARES BITCOIN TRUST ETF | $7.9M | 1.01% | 204,612 | Added |
Source: SEC Form 13F filings · as of 2026-03-31